About Dave Shepherd, ChFC, CFP®

Dave is the founder of Shepherd Wealth & Retirement in Tucson, Arizona. Dave is a Chartered Financial Consultant (ChFC) and Certified Financial Planner™ practitioner (CFP®). Have a financial question? Click Here to contact Dave Shepherd.
Author Archive | Dave Shepherd, ChFC, CFP®
Happy New Year!

Happy New Year!

HI I’m Dave Shepherd with Shepherd Wealth & Retirement. First, Happy New Year! Can you believe it’s been 20 years since 2000 and Y2K? It is amazing how fast time passes when you’re having fun, or busy as we all are. Second, I wanted to give you some updates on our firm, the markets and […]

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September 2019 Flash Report

How Playing the Long Game Could Help Build Wealth and Success

Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered action steps at every stage along the way to maximize your […]

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Investment advice offered through Shepherd Wealth Group, a Registered Investment Adviser doing business as Shepherd Wealth & Retirement.

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